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Webinar Recording | The Essentials of Estate Planning

May 5, 2021

In recent months, the Biden Administration has proposed several key changes to the tax code governing estate transfers. Specifically, these..

XML Wealth Insights: The American Families Plan

May 3, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on The American Families Plan.

XML Wealth Insights: Go with the Flow

April 23, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Go with the Flow."

XML Wealth Insights: The Masters and The Market

April 9, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on The Masters and the Market.

Webinar Recording | Property & Casualty Insurance with Howard Insurance

April 8, 2021

At XML Financial Group, managing risk is central to our work as comprehensive wealth advisors. And as part of this commitment, we hosted a webinar..

XML Wealth Insights: Federal Finances and Interest rates

March 28, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on the Federal Finances and Interest rates.

XML Wealth Insights: Global Economy

March 12, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on the global economy.

XML Wealth Insights: Over-stimulus

March 5, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Over-Stimulus."

Webinar Recording | The State of the Restaurant Industry

March 2, 2021

On March 2nd, we hosted a live webinar featuring insight and perspective from Dan Simons, Co-Owner of Farmers Restaurant Group. The event was..

XML Wealth Insights: The Velocity of Money

March 2, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "The Velocity of Money."

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